Marla Petti is a CFP® and PFS™ credentialed advisor with 10 years of industry experience, currently with MAI Capital Management, LLC since 2021. She previously worked at Commonwealth Financial Network and HW Financial Advisors from 2016 to 2020. Petti serves on the Finance Advisory Committee for the City of Beachwood. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into client relationships.

Eric Beahn is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Stratos Wealth Partners since 2013 and also associated with LPL Financial since 2012. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

James Tracz Jr. is a financial advisor at &PARTNERS with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Michael Germo dba Financial Planning Resources, Commonwealth Financial Network, Ameriprise Financial Services, Inc., and Waddell & Reed, Inc. Outside of advisory work, he has been involved with the Brightwood Lakes Community Association for over a decade. &PARTNERS serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a variety of portfolio management solutions through the Envestnet platform, and combines multiple roles and revenue sources uncommon among large enterprises.

John Geretz is a financial advisor with Primerica Advisors based in Beachwood, OH, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked at Park Avenue Securities since 2014 and at Guardian Life Insurance Company of America since 2013. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports a variety of account-level services.

John Palguta is a CFP® with 24 years of industry experience, currently serving at MAI Capital Management, LLC since 2014. He is based in Cleveland, OH. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies through in-house and third-party resources.

Robert Moore is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools, to deliver investment solutions.

Christine Pauletta is a Series 65-licensed financial advisor with MAI Capital Management, LLC in Cleveland, Ohio, where she has worked since 2014. She has nine years of industry experience. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into client relationships.

Nicole Zidlicky is a financial advisor at MAI Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Cetera Advisors and Velocity Advisors. MAI Capital Management, LLC provides investment management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into client relationships.

Richard Juarbe is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory services, he is a commissioned notary for the State of Ohio. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Ernest Mishne is a financial advisor with Oppenheimer in Beachwood, OH, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Fahnestock & Co., Inc. since 1995. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Allen Dengler is a financial advisor at Clearstead and Clearstead Advisory Solutions in Cleveland, OH, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HPM Partners LLC, PNC Bank, and AXA Advisors, LLC. Dengler joined Clearstead and its predecessor Hartland & Co., LLC in 2022. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships, applying institutional disciplines and specialized investment strategies such as Direct Indexing and access to private pooled funds.

Andrew Burger is a CFA® charterholder with six years of industry experience. He is currently with Cerity Partners LLC and previously worked at Clearstead and PNC. He serves as the Manager and President of a special purpose vehicle investing in the Ohio High Growth Investment Opportunities Fund LP. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, corporations, and institutional investors, with approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing customized and diversified portfolio strategies.

Anthony Grisanti is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles at PNC Investments, Bank of America, Merrill, The Huntington Investment Company, and TD Ameritrade. He is currently based in Mayfield Heights, OH. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Brayden Makar is a financial advisor at Oppenheimer with the Series 66 designation and less than one year of industry experience. Prior to joining Oppenheimer, he worked at DWR Financial / Turney Tax and has experience at The Ohio State University. Outside of finance, he has a longstanding role with Ethos Hospitality Group - Townhall. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs and portfolio management services. The firm’s investment approach includes strategic and tactical asset allocation across multiple strategies, and it manages approximately $36.7 billion in assets as of the end of 2025.

Tracy Anton is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, including positions at UBS Financial Services, Merrill, and Concorde Investment Services. She is based in Chardon, Ohio. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory, financial planning, and managed account programs.

Jamie Turk is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has 25 years of industry experience, including prior roles at ProEquities, Inc. and operating his own business, Jamie Turk Inc. He is based in Beachwood, OH. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Nicholas Vogel is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at related entities including Hantz Tax & Business and Hantz, Titus, Urbanksi. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm focuses on diversified, ETF-centered model portfolios with an emphasis on asset allocation, rebalancing, and tax-aware strategies, while also offering mortgage brokerage and insurance services through affiliated agencies.

Dana Hastings is a financial advisor at HighTower Advisors with 18 years of industry experience. He holds the CFP® and ChFC® designations and has worked at HighTower Advisors since 2019, following previous roles at Fairport and Prosperity Capital Advisors. HighTower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services with a focus on manager selection and multi-manager solutions. The firm utilizes both affiliated and third-party managers and employs proprietary research and a variety of investment vehicles, including mutual funds, ETFs, and alternative investments.

Corey Sarosy is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2011. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves a diverse client base including individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions.

Gregory Augustine is a financial advisor with Oppenheimer who holds a Series 66 credential and has 35 years of industry experience. He has been with Oppenheimer & Co since 2011. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches and supports both discretionary and non-discretionary relationships across its client base.